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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brennan Miller (CRD# 5214018) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in South Barrington, IL and has over 17 years of experience in the finance industry.
Lloyd Montgomery (CRD# 1359199) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Barrington, IL and has over 19 years of experience in the finance industry.
Keith Mooney (CRD# 2562218) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 29 years of experience in the finance industry. Keith Mooney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jessica Nieminski (CRD# 5167744) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in South Barrington, IL and has over 17 years of experience in the finance industry.
Jeffrey Pearce (CRD# 1872570) is an Investment Advisor Representative working at Vermillion Financial Advisors, Inc. in South Barrington, IL and has over 32 years of experience in the finance industry. Jeffrey Pearce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Quinlan (CRD# 6830459) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in South Barrington, IL and has over 6 years of experience in the finance industry.
David Robbins (CRD# 5993931) is an Investment Advisor Representative working at Archer Investment Corporation in South Barrington, IL and has over 9 years of experience in the finance industry.
Rikk Rodriguez (CRD# 5771324) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 14 years of experience in the finance industry.
Daniel Savas (CRD# 4330638) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Barrington, IL and has over 22 years of experience in the finance industry. Daniel Savas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Scheider (CRD# 2913242) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has over 26 years of experience in the finance industry. Jeffrey Scheider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.